WisdomTree
258 hedge funds and large institutions have $1.99B invested in WisdomTree in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 33 closing their positions.
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
29% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 80
4% more funds holding
Funds holding: 248 → 258 (+10)
2% less capital invested
Capital invested by funds: $2.03B → $1.99B (-$32.2M)
64% less call options, than puts
Call options by funds: $12.8M | Put options by funds: $35.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$94.6M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$20.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.2M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$12.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$7.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$58.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$24.4M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$18.7M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$18.4M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$12.2M |
WT Hedge Fund Activity: Q4 2015 in Review
258 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree (WT) for Q4 2015, worth a combined $1.99B — down 1.6% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WT positions and 33 closed out — a net gain of 13 holders — while 103 added to existing stakes and 80 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $94.6M. The largest seller was Morgan Stanley, cutting an estimated $58.1M.
- 258 institutional investors held WisdomTree (WT) as of Q4 2015, up from 248 in Q3 2015.
- Funds reported $1.99B of WisdomTree stock for Q4 2015, down 1.6% quarter-over-quarter.
- 46 funds opened new WisdomTree positions in Q4 2015 and 33 closed out, a net change of +13 holders.
- The largest WisdomTree buyer in Q4 2015 was Wellington Management Group, an estimated $94.6M added.
- The largest WisdomTree seller in Q4 2015 was Morgan Stanley, an estimated $58.1M sold.
Based on aggregated 13F filings for Q4 2015.